Systems and methods for preparation of an intellectual property filing in accordance with jurisdiction- and/or agent specific requirements

Abstract

A facility has been developed whereby an applicant (or his representative) may file corresponding applications in multiple jurisdictions using multiple associates while automating the preparation of filings in accordance with jurisdiction- and / or associate-specific requirements and / or procedures. An intellectual property filing portal or hub is employed, which in some realizations is hosted on public, packet switched data network and communicates with both applicants (or representatives) and associates. The intellectual property filing portal facilitates selection, by applicants (or representatives) of particular jurisdictions and associates based at least in part on fee quotations in accordance with particulars of an intellectual property filing and in accordance with fee structures of the particular jurisdictions and foreign associates. In addition, the intellectual property filing portal facilitates registration of associate- and jurisdiction-specific form documents and fee schedules for at least partially automated preparation of formal documents.

Description

BACKGROUND OF THE INVENTION[0001]1. Field of the Invention[0002]The invention relates generally to information system transactions and, more particularly, to systems and methods for preparing intellectual property filings in accordance with jurisdiction- and / or agent-specific requirements.[0003]2. Description of the Related Art[0004]In an increasingly interrelated world economy, many intellectual property owners seek protection for their intellectual property assets (e.g., as patents, trademarks, copyrights, designs, etc.) in multiple jurisdictions. For example, patent and trademark applications are routinely filed to secure protection of an invention or mark in multiple nations and / or regions. Often, corresponding applications are filed in, or designate, respective jurisdictions. Each application exhibits comparatively minor variations tracing to national, regional or convention requirements and preferences of associated counsel.[0005]Unfortunately, intellectual property filings ar...

AI Technical Summary

Benefits of technology

[0016]Recognizing the limitations of currently available systems, a facility has been developed whereby an applicant (or his representative) may file corresponding applications in multiple jurisdictions using multiple associates while automating the preparation of filings in accordance with jurisdiction- and / or associate-specific requirements and / or procedures. An intellectual property filing portal or hub is employed, which in some realizations is hosted on a public, packet switched data network and communicates with both applicants (or representatives) and associates. In some realizations, the intellectual property filing portal facilitates selection, by applicants (or representatives) of particular jurisdictions and associates based at least in part on fee quotations made in accordance with particulars of an intellectual property filing and in accordance with fee structures of the particular jurisdictions and foreign associates. In addition, some realizations of the intellectual property filing portal facilitate registration of associate- and jurisdiction-specific form documents and fee schedules for at least partially automated preparation of formal documents.

Problems solved by technology

Unfortunately, intellectual property filings are initiated, prepared and filed in relatively crude fashion considering the advanced technologies that are the focus of many intellectual property practices.

As with most manual processes, mistakes, delays and inefficiencies may be introduced.

Accordingly, the act of filing an international, regional or national intellectual property application is typically dominated by logistical challenges such as proper formatting of an application, preparation of filing papers required by a national or regional intellectual property office, legalization of documents in accordance with national requirements, translation requirements, establishment of authority or agency in accordance with national requirements, and fee calculation and transaction issues.

In some cases, because of the timing of foreign filing decisions in relation to deadlines or determinations of rights, mistakes can be incurable and result in a loss of rights.

Also, because of the sheer number of potential combinations, mistakes are easy to make.

Furthermore, the effort necessary to maintain up-to-date forms and procedures can be substantial, particularly for multiple jurisdictions and with multiple foreign associates.

In part because of these logistical challenges, foreign filing decisions are not often made with particularity.

According to the EPO, future versions of the EP-EASY software will provide for the on-line filing of European patent applications; however, no on-line filing is currently provided.

However, at present, the PCT-EASY software is limited to (1) a Request form module providing for the input and validation of Request form data and the attachment of the abstract in electronic form, (2) printout of a PCT computer generated Request form, which replaces the existing PCT / RO / 101 form for the purposes of a PCT-EASY filing, and (3) facilities for copying the PCT-EASY Request form data file and attached abstract to diskette for submission with the complete paper filing.

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